GM39: The Secrets of a Natural Resource Speculator ft. Rick Rule

Published: April 12, 2023, 2 p.m.

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Join us for an insightful and personal conversation with Rick Rule, a renowned investor and speculator with decades of experience in sub $1,000,000,000 market capitalisation public and private issuers in natural resource industries. With a track record of structuring and leading numerous debt and equity issuances for resource companies worldwide, Mr. Rule shares his expertise on navigating the complexities of this unique market. As a sought-after speaker at investment conferences, he offers valuable insights into the natural resource industry\'s future and how to make informed investment decisions. In this episode, Mr. Rule discusses his personal investment philosophy as well as some of the wildest speculations that he has done in his career. Tune in for an engaging conversation with one of the industry\'s top experts.

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Episode TimeStamps:

02:41 - Introduction to Rick Rule\\t

04:16 - Financial experimentation and taking bets\\t

16:35 - Commodities and the state of the economy\\t\\t

28:37 - Themes in resourcable markets\\t

30:47 - Inflation - a political phenomenon?\\t

38:57 - Are we seeing a change in ESGs?\\t

44:26 - The pushback by the lower class\\t

49:48 - Is owning gold becoming pointless?\\t

56:14 - Central banks buying - a sign of demand?\\t

01:00:40 - Finding convex ways to invest in gold\\t

01:06:49 -...'